3/19-20日·2026虚拟电厂系列研讨会 王老师18911725159 文丨北极星储能网 除公司层面的主动布局外，林洋能源控股股东华虹电子也同步发布增持计划，拟自2026年2月9日起的12 个月内，以自有资金通过集中竞价交易方式增持公司股份，增持资金总额区间为5000万元至1亿元。 迎历史机遇，三大主业向好！ 上述一系列举措的推出，都是基于林洋能源对自身主营业务未来增长空间的高度认可与坚定看好。 当前，林洋能源深耕智能电网、新能源、储能三大核心领域，致力于打造全球一流的产品与运营服务 商。近期行业利好政策密集释放，也为林洋能源三大主营业务的发展注入新动能。 国家电网与南方电网官宣"十五五"期间将启动5万亿元总投资，加码新型电力系统建设，此举将为企业 拓展智能电网业务创造新的市场发展空间。与此同时，"114号文"明确的容量补偿电价机制，为储能行 业实现商业化、市场化运营筑牢基础，未来将有助于提升储能项目盈利水平。 而林洋能源也明确表示，将紧抓此次行业机遇，全面推动业务升级发展。尤其是继续聚焦主业，持续深 化经营管理，以扎实的经营业绩、稳健的发展态势，切实回馈广大投资者的信任与支持。 在智能电网领域，林洋能源 ...

Group 1: Macro and Strategy - The macroeconomic report indicates a mixed economic performance in January, with emerging industries showing strength while manufacturing PMI declined, reflecting a structural optimization trend in the economy [9][10] - February has shown signs of improvement across various economic activities, with production and consumption rebounding, supported by increased logistics and consumer traffic [10] - The real estate market is stabilizing, with new home transactions recovering from lows and a decrease in second-hand home listings indicating changing market expectations [10] Group 2: Fixed Income and REITs - The convertible bond market experienced a rapid recovery after valuation compression, with over half of the convertible bonds rising in price [12][13] - The public REITs market saw a decline of 0.9% in the index, with commercial real estate REITs continuing to expand despite overall market downturns [15][16] - The average weekly return for different types of REITs varied, with transportation and ecological REITs showing smaller declines compared to others [16] Group 3: Industry Insights - The fluorochemical industry reported significant growth in January 2026, with prices for fluorinated polymers continuing to rise [3] - The oil and gas sector saw a substantial increase in prices due to geopolitical tensions, impacting overall market dynamics [3] - The lithium battery supply chain is advancing rapidly, with companies like CATL accelerating sodium battery applications in passenger vehicles [3] Group 4: Overseas Market Analysis - The U.S. stock market experienced a pullback, particularly in the software and semiconductor sectors, with significant capital outflows [29][32] - The Hong Kong market also faced a downturn, with consumer and industrial sectors performing relatively better amidst overall market declines [29][32] - The strategy indices in the Hong Kong market are becoming essential tools for asset allocation and risk management, particularly in volatile environments [29][30]

绿通科技：绿通产业基金拟1000万元投资圣昊光电，后者主营光通信（核心股）芯片测试设备 东田微：拟投资4亿元建设全球研发中心及华南制造总部项目，主要从事研发光通信（核心股）精密光 学元器件等 爱旭股份：与Maxeon签订《专利许可协议》 赛力斯：与重庆市沙坪坝区人民政府签署合作协议，以蓝电汽车相关存量资产剥离出资设立标的公司 【重要事项】 沙河股份：拟2.74亿元购买晶华电子70%股份 构成重大资产重组（核心股） 杉杉股份：若重整成功，公司实际控制人将变更为安徽省国资委 永太科技：拟购买永太高新25%股权，宁德时代将成为公司股东 【投资&签约】 中兴通讯：拟出资2亿元认购粤港澳大湾区创业投资引导基金合伙企业份额 【经营】 长盈精密：人形机器人（核心股）精密零组件2025年营收约1亿元，为AI品牌方提供服务器数据传输铜 缆 恒瑞医药（核心股）：HRS-4642注射液纳入突破性治疗品种名单，目前国内外尚无同类药物获批上市 众生药业：控股子公司一类创新药昂拉地韦两项III期临床试验获积极结果 天成自控：子公司武汉天成收到国内头部某汽车企业乘用车座椅定点通知，项目生命周期5年，预计总 金额23亿元 股票频道更多独家策 ...

2月8日上午，张家港市体育馆，2026年"春暖人心·就在江苏"专场活动现场，当地政府为留岗过年 的非苏州籍人员送出价值100万元的文体旅新春消费券，每人500元的慰问补贴，还为返乡过年大学生送 上1万多个优质岗位，将持续一个多月的省、市、县三级联动开展的春暖人心促就业活动推向高潮。 江苏是就业大省、用工大省。为了让外来劳动者安心留苏，江苏很多地方政府以家的温暖邀请外来 人员家属家人"反向团圆"，在江苏过年。 镇江以市委、市政府的名义邀请春节假期连续生产经营企业在岗外来从业人员的家属来当地过团圆 年，并送上每户最高1400元的交通、住宿现金补贴，以及价值近2000元的餐饮、购物、出行等消费优惠 权益。南通市人社部门向春节留岗的外来建设者及其家人送出礼包——在南通参保，春节期间在连续生 产经营的规上工业、服务业企业正常上班的外来员工，如父母、配偶、子女2月14日至23日来南通团 聚，可享受最高800元的交通补贴和最高600元的住宿补贴。江阴市推出"邀亲来澄过大年"活动，引导全 市企业开展节日慰问活动，通过"亲情红包"、集体过大年、年味文娱活动等，邀请外地员工家属来 澄"全家福"式过年，打造"一人就业、全家团聚"的 ...

配置上，"资源+高端制造"与"消费+地产链修复"成为两大主线，而AI算力（核心股）、机器人（核心 股）、半导体（核心股）等科技方向在调整后仍被广泛视为中长期核心赛道。 中信证券：短期利益和长期价值的矛盾在海外市场激化 近期海外市场风险偏好和流动性出现了明显异动。抛开短期市场波动的表现，我们看到的底层趋势有两 个：一是欧美脱虚向实的紧迫感不断加强，关键矿产和产业链安全提上议事日程，新提名美联储主席的 政策主张亦反映了防资金空转和降实体融资利率的迫切需求；二是AI带来的破坏式创新在打破传统垄 断和高回报领域的高墙，近期软件板块首当其冲受到影响，行业的焦虑感明显上升。无论是战略安全的 投入还是代表未来的新兴基建和技术投入，都意味着欧美将面临更激烈的竞争，同时面临短期股东利益 和长期基础设施投入战略价值的权衡，矛盾在资本市场会反复被激发。对于长期习惯于赚"容易的钱"的 投资者而言，未来全球金融市场的不确定性将持续提高，过度基于远期现金流或是资金接力预期的风险 资产更容易出现持续的估值修正。反观中国的资本市场，过去几年已经先行完成了"脱虚向实"的定价， 正处于对"提质增效"的验证和定价过程中，无需焦虑短期市场波动。 配 ...

Core Viewpoint - TBEA has made a significant investment in expanding its mineral resources by acquiring the exploration rights for the Kumusu No. 5 coal mine in Xinjiang for 2.705 billion yuan, which is a strategic move to support its energy business and power supply [1][2][3] Group 1: Investment and Acquisition - TBEA's subsidiary, Xinjiang Tianchi Energy Co., won the bidding for the Kumusu No. 5 exploration rights, with the area covering 65.85 square kilometers [2][3] - The acquisition is part of TBEA's broader strategy to strengthen its core energy business, which includes coal, gold, bauxite, and lithium resources, creating a closed-loop industrial chain from upstream raw materials to midstream manufacturing [3][4] Group 2: Financial Performance - For the first three quarters of 2025, TBEA reported revenues of 72.92 billion yuan and a net profit attributable to shareholders of 5.484 billion yuan, both showing year-on-year growth [1][6] - The company's total assets reached a historical high of 224.4 billion yuan by the end of the third quarter of 2025, reflecting significant growth in asset scale [7] Group 3: Business Segments - TBEA operates in four main sectors: power transmission and transformation, new energy, energy, and new materials, with coal business contributing approximately 20% to its revenue [4][5] - The coal business generated 8.832 billion yuan in revenue in the first half of 2025, accounting for 18.27% of the total revenue [4]

Group 1 - The historical trade relationship between Guangdong and Beijing dates back to the Ming and Qing dynasties, with over 100 Guangdong guilds established in Beijing during their peak, serving as hubs for merchants and students [2] - The development of Guangdong products in Beijing has evolved from mere sales to brand cultivation and industrial innovation, exemplified by the high-end positioning of products like the North Garden green lychee, which is expected to generate sales of 2.152 billion yuan by 2025 [3] - The integration of traditional business wisdom with modern technology has allowed Guangdong products to adapt to consumer demands, with a focus on quality and cost-effectiveness, particularly in sectors like smart home and health consumption [4] Group 2 - The future of Guangdong products in the Beijing market is optimistic, with expectations that they will not only win over consumers through quality but also resonate emotionally, becoming a significant part of Beijing's international consumer center development [5] - The collaboration between Guangdong enterprises and Beijing's research institutions and cultural units is increasing, moving from traditional sectors to high-tech and service industries, reflecting a shift in brand strategy towards storytelling and value transmission [4] - The recognition of Guangdong products among Beijing consumers is expanding beyond traditional goods to include innovative categories like smart home devices and health management, indicating a growing appreciation for their role in lifestyle changes [4]

新在绿色转型加快，资源约束持续突破。实践证明，高消耗、高排放、高污染的粗放发展方式不可持 续，通过发展新质生产力，让资源利用更加集约、生产过程更加清洁，是解决我国可持续发展问题的治 本之策。2025年，我国非化石能源成为第二大能源类型，清洁能源发电量占规模以上工业发电量的比重 达35.2%，推动生态环境质量实现系统性改善，人民群众对生态环境的满意度连续4年超过90%。"十五 五"时期，我国将在重点行业持续深入实施节能降碳专项行动，预计节能量可达1.5亿吨标准煤，减少二 氧化碳排放约4亿吨。 当前，新一轮科技革命和产业变革浪潮奔涌，如何抓住机遇、乘势而上？2025年，DeepSeek（深度求 索）横空出世、"人造太阳"实现千秒运行、CR450动车组样车成功下线、无人矿卡开进矿山深处，每一 项成绩都在印证，新质生产力代表创新、引领创新、主导创新，已经在实践中形成并展示出对高质量发 展的强劲推动力、支撑力。展望未来，还将表现为"五个新"。 新在产业提质升级，发展动能持续增强。从机械化到电气化，再到信息化、智能化，每次产业革命都意 味着新技术的普及应用，推动主导产业和支柱产业迭代升级。"十四五"时期，我国新能源汽车年 ...

Core Viewpoint - The strategic goal for Wangniudun Town is to achieve a GDP growth of 5.2% this year while deeply integrating into the Guangdong-Hong Kong-Macao Greater Bay Area construction, ensuring a good start for the 14th Five-Year Plan [4][8]. Group 1: Strategic Goals and Economic Plans - Wangniudun Town aims to implement "six major projects" focusing on industrial upgrading, urban-rural integration, and public welfare to achieve reasonable quantitative growth and effective qualitative improvement [5][8]. - The town's development targets include a GDP growth of 5.2%, a 2% increase in total retail sales of consumer goods, and a 2% growth in total import and export volume [8]. Group 2: Implementation of Major Projects - The "Industrial Upgrade Renewal" project focuses on building a modern industrial system, emphasizing high-end equipment manufacturing, new-generation electronic information, and new energy industries [5][6]. - The "Comprehensive Quality Improvement" project aims to optimize urban-rural spatial layout and enhance living environment quality through various infrastructure projects and ecological construction [6][7]. - The "Public Welfare Enhancement" project seeks to improve public services, including education and healthcare, while promoting cultural activities and community engagement [7][8]. Group 3: Promoting Local Products and Cultural Tourism - The town plans to enhance foreign trade and investment by expanding international markets and supporting local enterprises in obtaining certifications to improve their global competitiveness [9][10]. - Efforts will be made to develop local cultural resources into unique tourism IPs, integrating traditional culture with consumer experiences to attract visitors [10]. - A platform for production and sales will be established to facilitate the distribution of local products, enhancing the overall market presence of "Guangdong goods" [10].

◐ 市场监管总局发布两项燃气报警器强制性国家标准。 据央视新闻报道，2月6日了解到，市场监管总局（国家标准委）批准发 布了《可燃气体探测器 第1部分：工业及商业用途点型可燃气体探测器》与《可燃气体探测器 第2部分：家用可燃气体探测器》 两项强制性国家标准。 ◐ 我国完成首个长输管道改输二氧化碳现场试验。 据央视新闻报道，2月5日从国家管网集团获悉，国内首个长输管道改输二氧 化碳现场试验在河南濮阳顺利完成，标志着我国在存量长输管道资源化利用领域完成从理论研究到工程实践的关键跨越，为碳捕 集、利用与封存产业规模化推进提供了可复制、可推广的工程示范。 新闻聚焦 ◐ 我国煤矿智能化建设进入安全高效新阶段。 据央视新闻2月7日报道，从国家能源局了解到，截至202 5年底，全国已建成智能 化煤矿106 6处，智能化产能占比超过65%。煤矿智能化建设向纵深发展，5G、人工智能、工业物联网、智能装备等与煤炭开发 技术深度融合。全国已建成的智能化矿井采煤、掘进工作面单班平均减人比例均超过20%。 国内新闻 ◐ 年景预测：2 02 6年全球"风光水"发电能力将提高。 据新华社报道，中国气象局国家气候中心与全球能源互联网发展合作组 ...